1.Pulls assessment submission data
Integrate Kajabi and onboarding form workflows to map submitter email and answers to source fields for CRM updates.
Update contact profile from onboarding form submission in CRM
Automatically monitor assessment completed submissions across Kajabi, HubSpot, Formatter by Zapier, Asana, and Slack. Create and update when assessments completed, birthdate answers captured, or onboarding details missingβso you can update profiles, enrich onboarding context, and flag gaps without manual data entry.
How this automation protects clean CRM profiles
When assessment details arrive but CRM fields stay unsorted, onboarding stalls and teams miss key context. This automation pulls the submission, finds and updates the contact, formats birthdates, updates task notes, and notifies your team when records are missingβso your team can act on accurate profiles fast.
Kajabior swap with your favorite app
2.Finds matching contact by email
Integrate HubSpot and CRM search tools to look up a contact by email and return an ID when matched.
HubSpotor swap with your favorite app
3.Converts birthdate to CRM format
Integrate Formatter by Zapier and data formatting tools to convert the submitted birthdate answer to a CRM-ready date.
Formatter by Zapieror swap with your favorite app
4.Updates contact properties
Integrate HubSpot and CRM property tools to update birthdate, social handle, industry, and event email fields.
5.Updates onboarding task notes
Integrate Asana and project task management to find the onboarding task and update notes with submission details.
Asanaor swap with your favorite app
6.Sends onboarding follow-up message
Integrate Slack and team notification tools to send an onboarding-channel alert when contact or task records are missing.
Slackor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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